Closed Loop Referral System

The scope of the OC Navigator will expand to facilitating automated referrals, which refers to functionality built within the OC Navigator and related apps like OC Links to facilitate and support efficient linking to services for residents of Orange County and where possible, support automated facilitation of this linking. The full implementation of automation of referrals on the client side through the public-facing OC Navigator will require further work such as engagement of downstream resources to use the OC Navigator to receive incoming referral requests where appropriate. However, we have begun laying the foundation for this process by focusing on the creation of client profile accounts which are a necessary feature to support this functionality. Client profiles allow users to register with the OC Navigator and create a username and password to be able to login and save things like their name, contact information and which resources they want to connect to. This will be the portal they can login to in order to track things like referral requests and submit feedback surveys, etc. The main features and build of this functionality will be reported at a later date, following implementation.

• As more MHRS teams utilize the Chorus platform to conduct case management, communicate with one another, and record client data, the need for enhanced dashboards and visualizations emerged. • Successful features result from involving stakeholders early and often in ideation, benchmarking existing similar features to learn what might and might not work, and observing users as they go through the current flow.